HALYARD ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2010

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$88.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WHITE PLAINS, New York
CRD number: 154493
Registered since: July 21, 2010
Website: halyardmgmt.com
Custodians: PRINCIPAL SECURITIES, INC., PERSHING LLC
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles94.26%
Investment Companies2.5%
Corporations / Businesses2.25%
Charitable Organizations0.33%
Other Investment Advisers0.32%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Halyard Asset Management LLC is an SEC‑registered investment adviser formed in 2010 that provides fee‑based portfolio management across individuals, families and institutional clients. The firm’s advisory scope covers separate managed accounts, investment companies and pooled investment vehicles, and it reports an active ESG investing posture. Filings show a clear tilt toward fixed‑income exposure, with U.S. government bonds identified as the most used asset type within its managed account sleeve. Halyard’s business model emphasizes discretionary portfolio management rather than serving as a capital allocator. The firm’s client base and account types reflect a mix of high‑net‑worth individuals and institutional relationships, and its advisory activities include management for pooled vehicles and investment companies as well as SMA mandates.